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Brown & Brown

883 hedge funds and large institutions have $21.7B invested in Brown & Brown in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $13.2M

3% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 124

0.46% more ownership

Funds ownership: 79.45%79.91% (+0.46%)

1% less funds holding

Funds holding: 894883 (-11)

11% less capital invested

Capital invested by funds: $24.6B → $21.7B (-$2.82B)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
883
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
10.74%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
128
Increased
296
Reduced
353
Closed
124
Calls
$15.5M
Puts
$13.2M
Net Calls
+$2.33M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
151
Asset Management One
Japan
$10.1M +$94.5K +1,133 +0.9%
Franklin Resources
152
Franklin Resources
California
$9.99M +$161K +1,924 +2%
OAC
153
OMERS Administration Corp
Ontario, Canada
$9.94M
Wellington Management Group
154
Wellington Management Group
Massachusetts
$9.68M -$4.53M -54,347 -31%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$9.64M -$370K -4,439 -4%
TAMH
156
Taikang Asset Management (HK)
Hong Kong
$9.59M -$887K -10,633 -8%
Canada Life
157
Canada Life
Manitoba, Canada
$9.52M -$3.98M -47,703 -29%
UB
158
UMB Bank
Missouri
$9.47M -$5.67K -68 -0.1%
Credit Agricole
159
Credit Agricole
France
$9.42M -$12.6M -151,508 -56%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$9.19M -$5.41M -64,836 -36%
CAM
161
Close Asset Management
United Kingdom
$9.1M -$81.1M -972,569 -89%
SCM
162
Sterling Capital Management
North Carolina
$9.09M -$1.71M -20,537 -15%
VDI
163
Vaughan David Investments
Illinois
$9.04M
QCM
164
Quantinno Capital Management
New York
$9.01M +$128K +1,533 +1%
Citadel Advisors
165
Citadel Advisors
Florida
$8.99M +$4.36M +52,308 +87%
YIH
166
Y-Intercept (HK)
Hong Kong
$8.92M +$8.35M +100,135 +849%
LAM
167
Lountzis Asset Management
Pennsylvania
$8.58M -$80.2K -961 -0.9%
YCM
168
Yousif Capital Management
Michigan
$8.17M -$136K -1,630 -2%
KK
169
KLP Kapitalforvaltning
Norway
$8.11M
SCM
170
Spring Capital Management
Texas
$8.1M +$93.5K +1,121 +1%
CCM
171
Copeland Capital Management
Pennsylvania
$8.09M -$546K -6,540 -6%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$8.07M -$582K -6,977 -6%
LC
173
LRZ Capital
Florida
$8.05M +$8.43M +101,000 New
Creative Planning
174
Creative Planning
Kansas
$7.93M +$357K +4,275 +4%
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$7.87M -$428K -5,126 -5%